See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $22,524 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,397 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,148 | $66,310-13.8% | $93,606-38.9% | $65,185-12.3% |
| Participation rate | 79.4% | 74.0%+5.4pp | 75.8%+3.6pp | 70.2%+9.2pp |
| Annual return | 24.99% | 42.58%-17.6pp | 32.76%-7.8pp | 29.38%-4.4pp |
| Employer contribution / active EE | $835 | $2,012-58.5% | $2,718-69.3% | $2,177-61.6% |
| Participant deferral / active EE | $4,135 | $3,342+23.7% | $4,069+1.6% | $3,514+17.7% |
| Admin fee / account holder | $209 | $6,897-97.0% | $7,888-97.3% | $847-75.3% |